Bluefin Capital Management’s Credit Suisse Group CS Stock Holding History

Bluefin Capital Management’s Portfolio CS Stock Details CS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-183,903	Closed	-$513K	–	542
2022 Q4	$559K	Buy	+183,903	New	+$715K	0.08%	133
2017 Q4	–	Sell	-45,588	Closed	-$720K	–	612
2017 Q3	$720K	Sell	45,588 -105,000	-70%	-$1.59M	0.08%	175
2017 Q2	$2.2M	Buy	+150,588	New	+$2.17M	0.24%	93

Other funds holding CS

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Bluefin Capital Management's CS Position: Q1 2023 in Review

Bluefin Capital Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 183,903 shares — an estimated $513K sold.

Bluefin Capital Management first reported a position in CS in Q2 2017 and held it in 3 quarters. The position peaked at $2.2M in Q2 2017. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Bluefin Capital Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 183,903 Credit Suisse Group shares in Q1 2023, an estimated $513K.
Bluefin Capital Management first reported a position in Credit Suisse Group in Q2 2017 and held it in 3 quarters.
Bluefin Capital Management's Credit Suisse Group position peaked at $2.2M in Q2 2017.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.